Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,012 | $98,776+26.6% | $149,745-16.5% | $79,856+56.5% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 81.59% | 27.38%+54.2pp | 276.72%-195.1pp | 31.71%+49.9pp |
| Employer contribution / active EE | $12,921 | $3,217+301.6% | $4,646+178.1% | $2,471+422.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,070 | $6,053-32.8% | $9,312-56.3% | $5,306-23.3% |